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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $55,000 |
JOE MOSKAUSKI4 years Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $54,110 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 28 · EIN 34-1922005 | Investment Management | $42,410 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $24,495 |
THE MCKEOGH COMPANY6+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003375 | Actuarial | $23,333 |
NOVAK FRANCELLA LLC6+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $23,033 |
SUSANIN WIDMAN & BRENNAN PC3 years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 656 EAST SWEDESFORD RD., SUITE 330 · WAYNE, PA 19087 | Legal | $21,300 |
JENNINGS SIGMOND P.C.6+ years Filed as: JENNINGS & SIGMOND, P.C. Service code 29 510 WALNUT STREET - STE 1600 · PHILADELPHIA, PA 19106 | Legal | $16,754 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $16,275 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $14,650 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 25.37% | 17.53%+7.8pp | 11.08%+14.3pp | 11.84%+13.5pp |
| Employer contribution / active EE | $14,293 | $12,005+19.1% | $28,418-49.7% | $17,339-17.6% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |